To Enter a Sales Order (SO)

  1. Open the Sales Orders (SO301000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Order Type box in the Summary area, select SO (Sales Order).
  4. Select the customer in the Customer box.
  5. If needed, in the Location box, change the default location of the customer.
  6. If this sales order is associated with a particular project, in the Project box, change the X non-project code (which is shown by default) to the particular project.
  7. In the Date box, change the date of the order (which by default is the current business date), if needed.
  8. In the Requested On box, specify the date when the customer wants to receive the order.
  9. If needed, in the Customer Order box, enter the reference number of the original customer document the sales order is based on.
  10. If needed, in the Description box, provide a brief description for this sales order.
  11. On the Shipping tab, in the Sched. Shipment box, check the date when the shipment of this order is scheduled. By default, it is the Requested On date minus the lead days for this customer. Change the date, if needed.
  12. In the Shipping Rule box, review the default shipping rule used for this customer. Select another rule, if needed.
  13. On the Details tab, perform the following steps to add one item or multiple items to the sales order:
    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with the list of active stock items. You can use the selection criteria at the top of the dialog box to narrow the list of items.
    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column). Notice the item availability data (which appears in the columns to the right) for the selected warehouse, and make sure that the specified quantity is available in the selected warehouse for each item to be added to the sales order.
    3. Click Add & Close at the bottom of the dialog box.
    4. In the added line or lines, review the Shipping Rule, Requested On, and Ship On columns. Change any of these, if needed.
  14. On the form toolbar, click Save.